-24.8%
U vs OPEN
-91.0%
+66.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +32.3% | -21.7% | +54.0% | +39.1% |
| 30D | +9.7% | -36.5% | +46.2% | +22.3% |
| 3M | +19.6% | -59.5% | +79.1% | +51.4% |
| 6M | +82.6% | -71.9% | +154.5% | +153.2% |
| YTD | +16.4% | -75.8% | +92.3% | +64.7% |
| 1Y | +28.5% | -78.5% | +107.0% | +84.0% |
| 3Y | +103.8% | -30.2% | +134.0% | +12.4% |
| 5Y | -70.0% | -93.3% | +23.3% | -68.7% |
| All | -24.8% | -91.0% | +66.3% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling